| Rank | CRM product | Usage |
|---|---|---|
| 1 | Junxure (CRM Software Inc.) | 21.2% |
| 2 | Redtail Technology | 18.1% |
| 3 | Salesforce.com | 7.5% |
| 4 | Microsoft Dynamics CRM (Microsoft Corp.) | 3.8% |
| 5 | ProTracker | 3.3% |
| *None | 15.4% | |
| Based on 897 responses to this question. 3.5% of respondents wrote in Microsoft Outlook. However, it is not a CRM product. | ||
| Rank | Financial application | Usage |
|---|---|---|
| 1 | MoneyGuidePro (PIE Technologies Inc.) | 26.5% |
| 2 | Money Tree (MoneyTree Software Inc.) | 26.0% |
| 3 | eMoney360 (eMoney Advisor) | 9.0% |
| 4 | Advisor Workstation (Morningstar Inc.) | 8.1% |
| 5 | NaviPlan (Emerging Information Systems Inc.) | 7.5% |
| *None | 14.8% | |
| Based on 877 responses to this question. | ||
| Rank | Portfolio management product | Usage |
|---|---|---|
| 1 | Portfolio Center (Schwab Performance Technologies) | 21.1% |
| 2 | Albridge Solutions | 14.9% |
| 3 | Advisor Workstation (Morningstar Inc.) | 11.8% |
| 4 | Advent Axys (Advent Software Inc.) | 7.3% |
| 5 | Principia CAMS (Morningstar Inc.) | 6.4% |
| *None | 20.0% | |
| Based on 874 responses to this question. | ||
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
